EPI study materials
EPI study resources

EPI study guide

EPI · Work through your exam, one topic at a time.

The Certified Enterprise Performance Improvement Professional (EPI) is an independent credential for practitioners who lead organization-wide improvement rather than single-department fixes. Candidates typically come from operations excellence, quality, program management, finance business partnering, and transformation roles where the job is to diagnose performance gaps, redesign processes, and make gains stick. The EPI study guide has 8 sections and about 3,247 words.

01

Performance Improvement Strategy and Governance

Performance Improvement Strategy and Governance tests whether you can connect improvement work to enterprise strategy and run it as a governed portfolio rather than a set of disconnected projects. Expect questions on strategic alignment, charters, prioritization, decision rights, benefit realization, and maturity.

387 words, about 2 min
02

Performance Assessment and Measurement

Performance Assessment and Measurement tests how to turn strategy and process objectives into a balanced, trustworthy measurement system. Questions target KPI design, operational definitions, baselines and targets, leading versus lagging indicators, data quality, review cadence, and benchmarking.

417 words, about 2 min
03

Process Analysis and Redesign

Process Analysis and Redesign tests whether you can move from a messy as-is process to a justified future state. Expect questions on scope, process maps, value stream analysis, waste, root cause, capacity, cycle time, handoffs, and control design.

418 words, about 2 min
04

Continuous Improvement Methodologies

Continuous Improvement Methodologies tests whether you can select and apply a disciplined improvement approach rather than recite tools. Questions cover PDCA, DMAIC, Lean, Six Sigma, Kaizen, A3 thinking, root-cause analysis, FMEA, Kanban, and Theory of Constraints.

427 words, about 2 min
05

Change Management and Organizational Culture

Change Management and Organizational Culture tests whether you can make an improvement stick by changing behavior, not only processes or systems. Expect questions on readiness, stakeholder resistance, communication, training, reinforcement, culture, and sustainment.

392 words, about 2 min
06

Data Analytics and Decision Support

Data Analytics and Decision Support tests whether you can turn data into a defensible decision rather than a convincing chart. Questions cover analytics types, data quality, variation, sampling, visualization, decision models, governance, and bias.

402 words, about 2 min
07

Stakeholder Engagement and Communication

Stakeholder Engagement and Communication tests whether you can build the coalitions and information flows that make improvement decisions stick. Expect questions on stakeholder analysis, engagement planning, communication channels, feedback, conflict, and reporting.

396 words, about 2 min
08

Ethics, Risk, and Compliance

Ethics, Risk, and Compliance tests whether you can improve performance without creating avoidable harm, legal exposure, or loss of trust. Questions cover ethical decisions, conflicts of interest, privacy, risk assessment, controls, compliance obligations, escalation, and benefit integrity.

408 words, about 2 min